Advisor Planning Jobs

Green Marble Recruitment Consultants - Pretoria (+2 locations)

Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry. Knowledge of the Financial Planning industry. Good time and workflow management skills... 22 000 Monthly

from: jobplacements.com (+4 sources) - 14 days ago

Headhunters - Durban (+2 locations)

Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice. Prepare comprehensive advice documents (proposals...

from: executiveplacements.com (+5 sources) - 4 days ago

Micah Govender Developments - Johannesburg

Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms Provision of office space and full infrastructure for financial advisors Access to...

from: jobplacements.com (+1 source) - 10 days ago

Emporium Human Capital - Fourways (+3 locations)

Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Checking the diaries and appointments for quality control prior to Advisor/s meeting with Striving to assist your... R15k - 22k per month + comm + incentives

from: jobplacements.com (+2 sources) - 10 days ago

Ultra Personnel - Cape Town (+2 locations)

On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the...

from: executiveplacements.com (+2 sources) - 27 days ago

Headhunters - Cape Town (+1 location)

As part of financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking in client meetings with planners; Accurately...

from: jobplacements.com (+5 sources) - 11 days ago

Micah Govender Developments - Durban

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices. Telephony services, i.e. internet, email, telephone, voice...

from: jobplacements.com (+1 source) - 13 days ago

Curiska - Johannesburg

Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed. Propose investment solutions to clients taking...

from: executiveplacements.com (+1 source) - More than 30 days ago

Conova Recruitment - Cape Town

Prepare and analyze financial forecasts, budget projections, and financial models to support strategic decision-making. Hard-worker, efficient, deadline focused, high attention to detail and strong ability... 30000 Monthly

from: jobplacements.com (+2 sources) - 13 days ago

Micah Govender Developments - Johannesburg (+1 location)

Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc. Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs...

from: jobplacements.com (+1 source) - 24 days ago